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BlackRock Municipal 2030 Target Term Trust
BTT

72 hedge funds and large institutions have $184M invested in BlackRock Municipal 2030 Target Term Trust in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

6% more funds holding

Funds holding: 68 → 72 (+4)

3% more capital invested

Capital invested by funds: $179M → $184M (+$4.66M)

0.52% more ownership

Funds ownership: 10.96% → 11.48% (+0.52%)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
34
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.96M
2
DA
Doliver Advisors
Texas
+$1.38M
3
VanEck Associates
VanEck Associates
New York
+$1.11M
4
CPIG
Chicago Partners Investment Group
Illinois
+$877K
5
WAM
Wolverine Asset Management
Illinois
+$720K

Top Sellers

Rank Fund Capital Flow
1
HCM
Harvey Capital Management
Florida
-$1.24M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$874K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$868K
4
Wells Fargo
Wells Fargo
California
-$335K
5
V
Veritable
Delaware
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$327K +$45.9K +2,000 +16%
1SB
52
1ST Source Bank
Indiana
$284K +$10.3K +447 +4%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$258K +$52K +2,266 +25%
M&T Bank
54
M&T Bank
New York
$236K -$103K -4,500 -30%
TJHA
55
Thomas J. Herzfeld Advisors
Florida
$232K +$235K +10,231 New
SFWA
56
Summit Financial Wealth Advisors
Louisiana
$220K – – –
AG
57
Advisor Group
Arizona
$193K +$75.1K +3,274 +63%
SPIA
58
Steward Partners Investment Advisory
New York
$173K +$152K +6,641 +664%
CHC
59
City Holding Co
West Virginia
$114K – – –
Cohen & Steers
60
Cohen & Steers
New York
$104K +$106K +4,604 New
EWM
61
Edge Wealth Management
New York
$103K +$29.7K +1,293 +40%
LCM
62
Liberty Capital Management
Michigan
$91K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$84K +$184 +8 +0.2%
IWA
64
IBEX Wealth Advisors
New Jersey
$59K +$60.2K +2,623 New
TIM
65
Tortoise Investment Management
New York
$45K – – –
OFS
66
Orrstown Financial Services
Pennsylvania
$45K +$45.9K +2,000 New
IA
67
IFP Advisors
Florida
$35K – – –
BCM
68
Blume Capital Management
California
$31K +$31.8K +1,387 New
IWM
69
IHT Wealth Management
Illinois
$22K +$22.6K +983 New
SFSIG
70
San Francisco Sentry Investment Group
California
$15K – – –
GWM
71
Geneos Wealth Management
Colorado
$13K – – –
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$12K – – –
HWM
73
Holloway Wealth Management
Florida
$8K – – –
HCM
74
Harvey Capital Management
Florida
– -$1.24M -53,500 Closed
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
– -$874K -37,753 Closed
1 2
3
4

BTT Hedge Fund Activity: Q3 2017 in Review

72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2017, worth a combined $184M — up 2.6% from $179M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BTT positions and 6 closed out — a net gain of 5 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.96M. The largest seller was Harvey Capital Management, exiting entirely with an estimated $1.24M sold.

  • 72 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2017, up from 68 in Q2 2017.
  • Funds reported $184M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2017, up 2.6% quarter-over-quarter.
  • 11 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2017 and 6 closed out, a net change of +5 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2017 was Morgan Stanley, an estimated $1.96M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2017 was Harvey Capital Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2017.